Summit Wealth & Retirement Planning’s First Trust California Municipal High income ETF FCAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,621	Closed	-$263K	–	111
2022 Q3	$263K	Hold	5,621	–	–	0.1%	92
2022 Q2	$272K	Buy	5,621 +1,001	+22%	+$48.4K	0.1%	96
2022 Q1	$235K	Buy	+4,620	New	+$235K	0.08%	96